A diversified investment portfolio includes fixed income and equities, a variety of investment manager styles and exposure to different geographic regions and industry sectors. The exact mix of investments (your 'asset allocation') will depend on your needs; an MD advisor can help you to easily determine the best asset allocation for you.
MD portfolio funds provide a compelling and convenient investment solution, as each MD portfolio fund holds a mix of underlying funds, carefully selected, combined and monitored to achieve the necessary risk and return characteristics.
An added benefit of the MD portfolios is their opportunity-seeking nature. On a quarterly basis, the asset allocation within each portfolio can be shifted, within a defined range. These quarterly tactical decisions are based on economic research that signals shorter-term, temporary opportunities to potentially add incremental value to portfolios while still managing risk.
MD also carefully rebalances each portfolio every day, to ensure it continues to adhere to its risk and return characteristics.
- Intelligent diversification. Each portfolio invests in a well-diversified basket of underlying funds, structured to match your unique risk and return needs.
- Active management. Quarterly tactical decisions can position each portfolio to take advantage of shorter-term opportunities, and constant oversight ensures that the combination of underlying funds, and their highly qualified external investment managers, position portfolios for success while also managing risk.
- Regular rebalancing. Each portfolio regularly rebalances back to the desired weight for each underlying fund, so you don’t veer off track of the investment mix you originally chose, even in volatile markets.
- Flexibility. If your needs change, you can adjust your portfolio so that it reflects a mix of investments to match your new time horizon, capacity for risk or need for return.
